Free ROI calculator for UK accountancy practices
Calculate how much time TaxNavHQ could save your practice
See the potential annual value of automating the admin around your annual tax jobs.
Illustrative estimates · Not a quote and not tax advice
TaxNavHQ ROI calculator
Enter three numbers about your practice. The results update as you type — nothing is sent anywhere, and no email address is required.
Your staff count and charge-out rate carry over between the two calculators.
Tell us about your practice
These are your numbers — change any of them and the results update instantly.
Assumptions used
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Average time saved per client tax job 1 hour
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MyDocSafe cost £312 per staff member per year
Your estimated annual return
£5,000 of productive time recovered each year
100 hours saved per year
Estimated MyDocSafe annual cost
£936
Assumption: £312 per staff member per year.
Net annual benefit
£4,064
Value of time recovered, less the cost.
ROI
434%
Net benefit as a percentage of the cost.
Estimated payback
2.2 months
How long the recovered time takes to cover the cost.
Based on the information you entered and the assumptions shown.
These figures are illustrative estimates based on the information entered and the assumptions shown. Actual savings will vary by practice, workflow and client behaviour.
Where the savings come from
One hour per client tax job is not one big win — it is five pieces of repeat admin that stop landing on your team.
Document requests / chasing
Stop the chasing. Requests for documents can be automated through workflows, with reminders sent when clients need a nudge.
Ongoing file access
Clients can access previously shared documents securely in their portal without asking your team to resend them.
Collecting data
Use structured forms to collect information in the format you need instead of copying information from emails.
E-signatures
Send documents for signature directly from MyDocSafe without exporting files into a separate signature platform.
Document filing
Documents and completed signatures can be stored in the right client location automatically.
How the calculation works
Nothing is hidden behind the results. Four lines of arithmetic sit behind every figure above.
- Hours saved per year
- Relevant tax clients × 1 hour saved per client tax job.
- Value of time recovered
- Hours saved per year × your hourly charge-out rate.
- Estimated MyDocSafe annual cost
- Number of staff × £312 per staff member per year.
- Net annual benefit
- Value of time recovered − estimated MyDocSafe cost.
- ROI
- Net annual benefit ÷ estimated MyDocSafe cost, shown as a percentage.
- Estimated payback
- Estimated MyDocSafe cost ÷ value of time recovered, in months.
Onboarding new clients is a separate piece of work with its own savings. Try the client onboarding ROI calculator to see what that side is worth.
Questions about the numbers
Every relevant tax client is assumed to free up one hour a year. That hour is the sum of five pieces of repeat admin — document chasing, resending files, collecting data, e-signatures and filing — set out minute by minute in the breakdown above. Multiply it by your client count and your charge-out rate and you have the value of the time recovered.
It is the list price assumption used for this estimate — roughly £26 a month per user. Your own pricing depends on the plan and the size of your practice, so treat it as a starting point rather than a quote.
It is a conservative working figure drawn from how practices actually spend time on an annual tax job, not a best case. Practices with heavy chasing or paper-based clients often save more; practices that already run structured portals and forms will save less, because they have made some of these savings already.
No. The calculator runs entirely in your browser, nothing is submitted, and the numbers are on screen as soon as you change an input.
TaxNavHQ is the MyDocSafe practice dashboard for Making Tax Digital for Income Tax. It brings filing status, document collection and client reminders into one place, so the admin around quarterly updates and annual tax jobs stops being run out of an inbox.
Want to see how this would work in your practice?
We will walk through your tax workflow and show you where the hours actually go — no spreadsheet required.